Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCGJX (William Blair Large Cap Growth Fund) | 1.19% | 12.54% | 18.01% | 9.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCGJX (William Blair Large Cap Growth Fund) | 05/02/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | 12.54 | 18.01 | 9.79 | NA | NA | NA | … | … | 1.19 | 3.95 | 26.14 | 40.56 | -32.43 | 28.32 | 36.75 | 14.29 |
| Sharpe Ratio | NA | 0.63 | 0.78 | 0.33 | NA | NA | NA | … | … | 0.02 | 0.05 | 1.32 | 2.27 | -1.07 | 1.67 | 1.03 | 1.43 |
| Standard Deviation(%) | NA | 15.76 | 18.88 | 21.75 | NA | NA | NA | … | … | 17.82 | 24.08 | 17.01 | 16.39 | 31.74 | 16.90 | 35.16 | 14.61 |
| Draw Down(%) | NA | 20.56 | 23.85 | 37.24 | NA | NA | NA | … | … | 16.42 | 22.82 | 11.45 | 9.44 | 35.87 | 7.69 | 31.08 | 6.94 |
| Yield(%) | 0.00 | 8.75 | 6.77 | 4.85 | 4.97 | 3.32 | 2.49 | … | … | 0.00 | 8.79 | 7.27 | 0.00 | 0.59 | 5.38 | 5.04 | 7.03 |
Data as of 06/05/2026, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGJX (William Blair Large Cap Growth Fund) |
5.60%
Oct 2021 – Oct 2024 |
8.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCGJX (William Blair Large Cap Growth Fund) |
28.10%
Sep 2022 – Sep 2025 |
17.36%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart